POSITION: SENIOR EXECUTIVE ASSISTANT
Reporting directly to the Executive Vice President/Chief Customer Officer, the Senior Executive Assistant provides executive support and serves as the primary point of contact for internal and external matters pertaining to the Chief Customer Officer. The Senior Executive Assistant also serves as a liaison to the Board of Directors and senior management teams.
Key Result Areas:
Completes variety of complex administrative tasks for the EVP/Chief Customer Officer (“EVP/CCO”) including; calendar management, completing expense reports, composing and preparing correspondence that may be confidential, arranging travel plans, itineraries and agendas, and compiling documents for travel-related meetings.
Plans, coordinates and ensures the schedules for the EVP/CCO are followed and respected. Provides “gatekeeper” and “gateway” support, creating an open-door atmosphere for direct access to the EVP/CCO.
Communicates directly on behalf of the EVP/CCO, with Board members, Executive and Senior management, other internal staff, external vendors and consultants on various matters.
Responsible for report gathering and uploading of materials to DirectorsLink for various internal Board and committee meetings and serving as a resource for internal staff on DirectorsLink.
Works closely with the Executive Assistant to the CEO to keep informed of upcoming commitments and responsibilities, assisting when necessary.
Completes critical aspects of deliverables independently or with minimal supervision including; drafting Board-level and senior management-level meeting minutes, reports, presentations, policies and other tasks that facilitate the EVP/CCO‘s ability to effectively lead the business.
Works closely with EVP/CCO direct reports to assists with special projects within and outside the department.
Actively participate in bank-wide projects and committees with primary focus on Customer Experience, Marketing, Data Management and Digital Bank by coordinating, attending, and generating minutes.
Support strategic planning initiatives by liaising with business leaders and providing dashboard reporting on CSB’s progress on a monthly, quarterly and annual basis.
Engage with customers via phone and email to ascertain customer satisfaction and better understand our customer’s experience with CSB.
Coordinates team building events and roundtable discussions, as well as identify and recommend new sponsorship opportunities for CSB.
Manage external vendor and consultant relationships and process invoices for rendered services.
Coordinates, attends and generates minutes for several committees.
Establish and maintain effective working relationships with all levels of bank employees and customers.
Contribute to the effective team management of all bank problems, issues and opportunities.
Perform additional duties as required.
- College education, plus specialized administrative training or related work experience.
- Minimum 7-10 years administrative experience supporting senior manager(s).
- Strong organizational skills and the ability to meet multiple deadlines is required.
- Ability to analyze information, formulate conclusions and recommendations, and the ability to work independently.
- Strong interpersonal skills; Professional manner.
- Excellent written, grammar and oral communication skills.
- Ability to maintain confidentiality of sensitive information.
- Knowledge of bank’s policies, practices, and operations.
- Computer savvy, including advanced PC skills in MS Word, Excel, PowerPoint, Outlook, and ability to perform research on the Internet and prepare written summaries when required.
The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job.
About Cambridge Savings Bank:
Cambridge Savings Bank is a full-service financial institution with approximately $4 billion in assets that is committed to improving the quality of life in the communities it serves. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services and has branches located in Arlington, Bedford, Belmont, Burlington, Cambridge, Charlestown, Concord, Lexington, Newton, and Watertown.
Cambridge Savings Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.